Assigning Default Document Templates to Customers

Introduction

Joblogic allows users to assign default document templates to customers meaning that a template will act as the primary template for the applicable document when downloading, printing or sending that document against the customer unless a different template is manually selected or is set at another level such as against the specific site. This user guide will detail how to assign default document templates to customers within Joblogic’s back-office.

Assigning Default Document Templates to Customers

In order to assign a document template to a customer, select Customers > All Customers from the left hand-side panel and select the applicable customer.

Select the ‘Base Configuration’ section against the customer.

Under the default document templates header, select the default templates for each module i.e. jobsheet, quote, invoice and select ‘Save’ to log the default template(s).

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.